AdvisorCensus / Financial advisors / California / San Diego / Blue Sky Capital Consultants Group, Inc.
Blue Sky Capital Consultants Group, Inc.
Filed as BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
Blue Sky Capital Consultants Group, Inc. is an SEC-registered investment advisory firm in Poway, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.
Quick answers
From the filingHow is Blue Sky Capital Consultants Group, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Blue Sky Capital Consultants Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.
Where is Blue Sky Capital Consultants Group, Inc. located?
Blue Sky Capital Consultants Group, Inc.'s principal office is in Poway, CA, according to its Form ADV.
Is Blue Sky Capital Consultants Group, Inc. registered with the SEC or a state?
Blue Sky Capital Consultants Group, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329575.
How much does Blue Sky Capital Consultants Group, Inc. manage?
Blue Sky Capital Consultants Group, Inc. reports $306,337,273 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (100% discretionary).
How have Blue Sky Capital Consultants Group, Inc.'s assets and staff changed since 2024?
In the Form ADV data for Blue Sky Capital Consultants Group, Inc.: Regulatory assets under management: $193,379,408 in the October 2024 data and $306,337,273 in the October 2026 data, up 58%. Total employees: 3 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Blue Sky Capital Consultants Group, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (341); high net worth individuals (165).
Which custodians does Blue Sky Capital Consultants Group, Inc. use?
Blue Sky Capital Consultants Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Blue Sky Capital Consultants Group, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329575
What changed in Blue Sky Capital Consultants Group, Inc.'s recent Form ADV filings?
In the August 2026 filing data: Registered or notice-filed in CO, VA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated August 14, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$306,337,273 as of October 2026, filing dated August 14, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 7. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
9 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $306,337,273 | 7 | August 14, 2026 |
| October 2025 | $247,832,269 | 4 | July 16, 2025 |
| October 2024 | $193,379,408 | 3 | May 17, 2024 |
Regulatory assets under management: $193,379,408 in the October 2024 data and $306,337,273 in the October 2026 data, up 58%.
Total employees: 3 in October 2024 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Registered or notice-filed in CO, VA.
- March 2026
- Employees performing advisory functions went from 4 to 7.
- Regulatory assets under management went from $247,832,269 to $306,337,273 (+24%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Blue Sky Capital Consultants Group, Inc. (CRD 329575): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/blue-sky-capital-consultants-group-inc-poway-ca-329575